Services for Florida law firms with fewer than 25 lawyers
Fix one expensive workflow first.
Start with the smallest engagement that will produce a useful result. No sweeping technology plan. No software shopping spree. We begin with recurring work that is slow, inconsistent, risky, or too dependent on one person.
15 minutes. I will tell you whether there is a fit. No deck.
Three ways to start
Choose based on what the firm knows today.
AI Workflow Assessment
$995 one time
“We know AI matters, but we do not know where to begin.”
- Review current tools, AI use, bottlenecks, and risk points
- Rank the most useful opportunities
- Receive a written roadmap and partner readout
Private Workshop
$1,495 90 minutes
“The team needs a shared, practical starting point.”
- Private session built around recognizable firm work
- Live examples and clear rules for safe use
- Full credit toward a retainer signed within 30 days
One Workflow, Done Right
$1,995 fixed project
“This one process wastes time every week.”
- Map the current process and failure points
- Build and test one useful improvement
- Document the review gates and train the team
Focused training
Put the right people in the room.
Half-Day Workshop
$2,500 plus travel
Onsite, focused training for a firm or practice group that needs more working time than the 90-minute Private Workshop provides.
- Built around the firm’s audience and current tools
- Hands-on work with visible review steps
- Travel scoped separately
Not sure whether training is the answer?
A workshop is useful when the firm needs shared understanding, practice, and decisions. If the problem is a broken workflow, choose the Assessment or One Workflow, Done Right. Training cannot repair a process nobody has mapped.
Book a 15-minute introductory callWhat a workshop involves
Who attends: the partner or administrator who can make decisions, plus the lawyers and staff who do the selected work.
Before we meet: we agree on the audience, current tools, and one or two recurring tasks to use as examples. Do not send client material for a demonstration.
A sample 90-minute session: identify the task and current handoffs; work through a live example in the firm’s tools; name the information and lawyer-review limits; then decide whether a small pilot, an assessment, or no new project is the sensible next step.
What the team takes away: a shared view of the candidate workflow, the review points, and the next decision. The half-day version allows more time for hands-on work with a practice group; its agenda is scoped before booking.
Need training without a consulting project? See how stand-alone workshops work.
After the first engagement
Keep what works moving.
Monthly AI Workflow Partner
$4,995 per month, three-month minimum
For a firm that has completed an initial engagement and wants steady implementation, training, and improvement. The usual starting points are the AI Workflow Assessment or One Workflow, Done Right.
- One practical improvement each month
- Team training and implementation support
- Governance and documentation kept connected to the work
Workflow Support
$995 per month, month to month
The lighter post-retainer follow-on for a firm that wants help maintaining and improving workflows already in place.
- Available after the main implementation work
- Focused on continuity, small adjustments, and practical questions
- No new platform required
Lexis+ with Protégé and Create+
The license is only the beginning.
The firm still must decide what belongs in each Vault, which work product is good enough to serve as a model, how prompts and skills should be written, where review occurs, and how Create+ fits into drafting.
Setting Up Matter, Model, and Reference Vaults
Learn more →Building Prompts, Skills, and Custom Workflows
Learn more →Using Lexis Create+ for Controlled Drafting and Revision
Learn more →Quick comparison
Match the engagement to the decision.
| Firm’s situation | Best fit | Price | Primary result |
|---|---|---|---|
| We do not know where to begin. | AI Workflow Assessment | $995 | A prioritized starting plan. |
| The team needs a practical introduction. | Private Workshop | $1,495 | Shared understanding and next actions. |
| One workflow is clearly broken. | One Workflow, Done Right | $1,995 | One working, documented process. |
| We need more onsite training time. | Half-Day Workshop | $2,500 plus travel | Focused, hands-on training. |
| We want steady implementation after the first project. | Monthly AI Workflow Partner | $4,995 per month | One practical improvement each month. |
| We need lighter follow-on help. | Workflow Support | $995 per month | Continuity and small improvements. |
| We already pay for Lexis+ with Protégé but do not know where to start. | Protégé Workflow Assessment | $995 | A prioritized plan for Vaults, prompts, and workflows. |
| One Lexis-dependent workflow is clearly broken. | One Workflow, Vault, and Prompt Book Done Right | $2,995 | One working Vault, prompt book, and documented Lexis workflow. |
How the work happens
Small project. Clear owner. Human review.
Name the business problem.
Define the delay, rework, inconsistency, risk, or dropped handoff before choosing a tool.
Map the current work.
Identify who does what, where the information lives, and where the process fails.
Build the smallest reliable improvement.
Use the firm’s current software where practical, with minimum-necessary data and clear permissions.
Add review, test, and train.
Name the checker, define the check, test the process, document it, and train the people who will use it.
The next step takes 15 minutes
Bring the workflow that wastes the most time.
We will discuss the work, the current software, whether AI belongs in the process, and the smallest sensible engagement.
15 minutes. I will tell you whether there is a fit. No deck.